Financial Practice Made Perfect

In our latest episode of Financial Practice Made Perfect we are joined by Roberta Tasson, partner at The Magnes Group (the broker for IFB’s E&O program). Roberta speaks to us about the three key items for advisors to think about when shopping for an E&O policy. Advisors should look at: who is covered, what is covered, and which insurer is providing the coverage.

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Our latest episode of Financial Practice Made Perfect is on the Certified Executor Advisor (CEA) designation. Mark O’Farrell, President of the Canadian institute of Certified Executor Advisors (CICEA) gives us the breakdown of the CEA program, why you would want to obtain the CEA designation, and why it matters to independent advisors, specifically what makes it special for IFB members.

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In this episode of Financial Practice Made Perfect we are joined by Brian Popp, Vice-President of sales for western Canada for Canada Protection Plan (CPP). We find out what No Medical and Simplified Issue Life Insurance is, the different coverage that CPP offers, and examples of questions that will determine if someone qualifies for coverage or not.

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We are joined by Grant Hicks, a well-known author, speaker, coach, and President of Advisor Practice Management - a financial advisor training company. In this episode of Financial Practice Made Perfect, we explore the best practices for practice management, the challenges that advisors face today and in the future, and how to grow your practice in the face of all these changes.

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In our latest episode of Financial Practice Made Perfect, we talked to David Roberts, Regional Sales Lead for Group Medical Services (GMS) in Alberta and the Northwest Territories. David gives us more insight into the Canadian benefits industry, the advantages to having a group benefits plan, and why its critical for advisors to understand the dynamics of the decision making process within each group.

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We talk to Dan Hostick, a business coach and president of Hostick Consulting Services Incorporated, about how financial advisors can set goals for their practice and stay motivated in the face of setbacks.

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As a financial advisor, playing up your strong suits can help you maintain good relationships with your clients and generate new business. We spoke with Dan Hostick, president of Hostick Consulting Services Incorporated, about how advisors can determine their strengths, and his 4-step process for analyzing and expanding the potential of a financial practice.

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Many independent financial advisors run their own businesses, and even though that can come with a sense of self-sufficiency, it also comes with a myriad of rules and regulations that you have to abide by. The complex legal frameworks surrounding independent business operations can pave the way for unexpected legal challenges. And that’s where legal expense insurance comes in.

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With E&O renewal underway, we called on Roberta Tasson, partner at the Magnes Group and Broker for IFB's individual and corporate E&O programs. In this episode of Financial Practice Made Perfect, we discuss why it is crucial for advisors to have E&O insurance, what to consider before purchasing an E&O policy, and what regulators expect of you.

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In this episode of Financial Practice Made Perfect we are joined by IFB's President and Chairman, Scott Findlay. Scott talks about the recent changes to IFB's Board of Directors and the benefits of these changes, the revised value proposition, and future priorities of IFB.

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